Group Retirement Support Coordinator

5 days ago

Winnipeg, Canada People Corporation Full time

We are seeking a Group Retirement Support Coordinator to join our Indigenous Solutions team in Winnipeg or Burlington. The Group Retirement Support Coordinator will be the administrative support “go-to” person for all pension clients and will support our pension consultants, service representatives, and service coordinators with our Partner Firm Life Benefit Solutions regarding pension related questions and enquiries.

**The Group Retirement Support Coordinator will**:

- Prepare supporting member communication relating the pension plan
- Administratively facilitate plan amendments, plan terminations, legislative updates with respective regulators (OSFI or provincial bodies) using a project management approach
- With the pension consultant, coordinate enrolment guides and member booklets, and work with the assigned service representative to ensure seamless implementation of new plans
- Support the Pension Consultant administratively to ensure plans are compliant with Capital Accumulation Guidelines (CAP)
- Complete annual reviews for all pension clients ensuring they are delivered to in a timely manner. This includes managing timelines, data entry, generating the reports, and quality checking for accuracy
- Maintaining databases of clients’ plan provisions
- Support clients with their Annual Information Return filing and periodic reporting such as Form 7s and Summary of Contributions;
- Track the status of all pension related work: amendments, new plan setups, and administrative-related issues.
- Facilitate a weekly meeting with the Pension Consultant to provide updates on all on going projects/work
- Support the new business process with preparing Requests for Quotes and managing data entry based on responses from carriers. Once analysis is completed, responsible for creating the client presentation

**To be Successful as a Group Retirement Support Coordinator with Life Benefit Solutions you will need**:

- A passion for customer service
- Experience in Group Retirement an asset
- Excellent communication skills, both written and verbal
- Strong attention to detail and the ability to multi-task
- Strong Interpersonal skills and the ability to deal effectively with a variety of clients
- Excellent problem-solving and decision making skills
- Ability to work independently and take initiative
- Comfortable working in a fast-paced, dynamic environment
- To be a proactive self-starter with a positive attitude
- Team engagement and responsiveness with our clients and partners
- Proficiency with MS Office suite

**What’s in it for you**:

- Have an impact in the communities we serve
- Participate in our contributions towards Truth and Reconciliation
- Learn by working and collaborating alongside our existing team of experts
- Employee benefit and retirement programs are provided
- Competitive compensation
- A fun, flexible, and productive work environment

Life Benefits Solutions, a Division of People Corporation, is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of indigenous and non-indigenous employees and employers.

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